Search Results | Showing 1 - 10 of 147 results for "Adviser of" |
| | | ... escalating costs of the Compensation Scheme of Last Resort (CSLR). "This equates to a direct cost to every financial adviser of $4165 on top of what has already been disclosed by the CSLR. This is a huge impost for the financial advice profession that ... |
| | | | The Financial Advice Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide ... |
| | | | ... Sacha Burchgart, Robin Sandover of The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's Kelly King, and Carla Williams of Sufficient Funds are finalists ... |
| | | | The principal and financial adviser of Skynet Financial Services swindled clients to the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients ... |
| | | | ... has been banned from providing financial services for four years. Matai, an authorised representative and financial adviser of National Advice Solutions, was banned by ASIC in December last year for failing to act in the best interest of his clients. ... |
| | | | ... funds a program that provides direct financial incentives to small businesses and NFPs to access advice from their adviser of choice," it said. "...The value to the economy that such an incentive can generate for NFPS may be many times larger than the ... |
| | | | Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ... |
| | | | Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ... |
| | | | Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ... |
| | | | ... awards. Looking to unearth the best across the financial advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored by Zurich, and AFA Female Excellence in Advice, sponsored by TAL. AFA chief executive Philip Anderson ... |
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